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San Francisco, CA

Your Vision. Our Process.

We believe financial advice is about more than just having a plan. It's about having the right plan for you.

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At NWK Group, our mission is to help individuals and families, as well as organizations, fulfill their unique financial goals through objective, informed investment and retirement plan oversight and management. For our Retirement Advisors business, that means empowering organizations to focus on their mission while taking care of their employees' futures. We specialize in designing 401(k) plans for corporations and 403(b) plans for nonprofit organizations, along with defined benefits and non-qualified plans. Our primary goal is to make sure your employees are prepared for retirement, through proper planning, and engaging employee resources. As fiduciaries or co-fiduciaries, we share the responsibility for the decision-making process. It's our duty to give you objective, expert advice. We also offer Private Client Services to help families and individuals gain peace of mind through tailored investment and wealth strategies. Contact us today to set up an introductory meeting and see how we can help you achieve your personal financial goals.

MEET THE TEAM

Marte Werner

Marte Werner

Retirement Plan Advisor

Nadim Joseph Nahas

Nadim Joseph Nahas

Portfolio Manager

Cathey Le Hudson

Cathey Le Hudson

COO & Relationship Manager

Brian Acard

Brian Acard

Financial Advisor

Allison Werner

Allison Werner

Client Operations Associate

OFFICE LOCATIONS

San Francisco, CA

50 California Street

#1500

San Francisco, CA, 94111

415-248-2700
mon8:00 AM - 5:00 PM
tue8:00 AM - 5:00 PM
wed8:00 AM - 5:00 PM
thu8:00 AM - 5:00 PM
fri8:00 AM - 5:00 PM
satClosed
sunClosed

The advisors on this page are not affiliates of World Insurance Associates LLC. Advisors listed on this page are not registered with World Investment Advisors, LLC/Pensionmark Securities, LLC. NWK Group and World Investment Advisors are unaffiliated entities.

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.